FSM Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

FSM Wealth Advisors’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,009	Closed	-$444K	–	167
2023 Q1	$444K	Sell	6,009 -698	-10%	-$51.1K	0.26%	83
2022 Q4	$482K	Sell	6,707 -5,678	-46%	-$407K	0.34%	74
2022 Q3	$883K	Sell	12,385 -1,000	-7%	-$74.8K	0.73%	39
2022 Q2	$1.02M	Buy	+13,385	New	+$1.02M	1.01%	34

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FSM Wealth Advisors's BND Position: Q2 2023 in Review

FSM Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 6,009 shares — an estimated $444K sold.

FSM Wealth Advisors first reported a position in BND in Q2 2022 and held it in 4 quarters. The position peaked at $1.02M in Q2 2022. 1,275 funds tracked by Wall St. Rank hold BND as of Q2 2023.

FSM Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
FSM Wealth Advisors sold 6,009 Vanguard Total Bond Market shares in Q2 2023, an estimated $444K.
FSM Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 4 quarters.
FSM Wealth Advisors's Vanguard Total Bond Market position peaked at $1.02M in Q2 2022.
1,275 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on FSM Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.